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How to edit a subscription

  • Updated

Editing a subscription keeps its vendor, billing, and ownership details accurate for future expenses - see Understanding Subscriptions in Weel for how they work.

Before you start

  • You need the Subscriptions permission - the "Create and edit subscription cards" checkbox in your role's settings (Settings → Roles). This single permission covers creating, viewing, updating, and deleting subscription cards, and it's separate from Budgets.
  • If you can't see the Edit option, ask your Weel administrator to turn this permission on for your role.

Steps

To edit your subscription:

  1. In the left-hand menu, click Subscriptions.
  2. Open the relevant subscription.
  3. Click Edit. If you don't have edit permission, the Edit button won't appear at all - there's no "•••" menu to check instead.
  4. Update the fields you need:
    • Name - what the subscription is called
    • Cardholder - the one person with access to this subscription's card (must have the "cards" payment type enabled; each subscription has a single cardholder)
    • Category - sets the default spend category for this subscription's transactions
    • Automatic top-up limit - the maximum amount per billing period; transactions above this amount are blocked
    • Billing frequency - how often the limit resets (day, week, fortnight, month, quarter, year, or financial year)
    • Notes (optional)
    • Under Advanced controls, limit which custom fields are available on this subscription's transactions
  5. Click Update subscription. Changes take effect immediately.

To delete a subscription instead

This is permanent, there's no way to reactivate it afterwards. If you only want to stop charges temporarily, use Freeze instead so you keep the card's setup.

  1. Open the subscription you want to delete.
  2. Click the delete icon in the top-right toolbar - a separate button from Edit, so you don't need to open Edit first.
  3. Click Delete in the "Delete subscription?" confirmation prompt.

What happens next?

Edits apply to future subscription expenses only - past transactions aren't updated. Deleting closes the subscription card immediately and future charge attempts fail, though it never removes the card's transaction history - you can still view past transactions from the Transactions page. Return to Subscriptions anytime for further edits or to review other subscriptions.

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